We know money. Malibu Wealth Planning is here to solve any financial scenario in your life. Whether it’s planning your retirement or managing your stock portfolio, we can handle it all for you stress-free.
What you don’t know can cost you your financial future.
Ryan Morelli is Malibu’s Wealth Planning expert who wrote the book on financial mastery, literally! You have worked your whole life to accumulate your wealth and unfortunately you may have have missed out on many lucrative strategies and opportunities and you may actually be losing money right now! Malibu Wealth Planning will custom tailor the optimal strategy for your financial freedom.
Retirement Planning
Retirement planning ensures that you are prepared for all of life’s financial curveballs. No matter what your age, if you have assets, we help you plan for them in retirement.
Income Planning
Income planning helps ensure that you have enough money to retire and that you don’t run out of that money in retirement. Anyone who has money in motion or retirement assets should be doing income planning.
Tax Planning
Tax planning focuses on future tax rates and how you can avoid paying more taxes. Tax planning applies to anyone who has money. Proper tax planning could prevent serious financial losses.
Risk
Planning
Risk planning ensures that an individual‘s assets are not over exposed and any one arena. Anyone who has assets and wants to grow their wealth should analyze their investment strategy with a professional.
Estate and Legacy Planning
Estate and legacy planning ensures your direction is carried out for your assets and your personal care, including minimizing taxes at death. Create a trust and powers of attorney for your assets and future personal care.
Mortgage and Debt Management
Mortgage and debt refinance and management is essential in maximizing your wealth by taking advantage real estate assets and equity. All homeowners should learn more about the strategies available to them.
Meet our Founder, Ryan Morelli
Ryan has over 20 years’ experience in the financial services industry. His passion for retirement income planning came from witnessing his grandparents get taken advantage of during retirement. After watching them, Ryan became determined to help prevent the same situation from happening to someone else’s grandparents. He opened his own financial firm in 2003 to help retirees “enjoy the ride.”
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When planning for retirement, there can be a lot of uncertainty. After all, you never know what the future may hold — tax rates included. Fortunately, there are ways you…
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